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Name Holding Trade Value Shares
Change
Change in
Stake
WANY
726
Wealthspire Advisors (New York)
New York
$407K +$308K +3,553 +316%
MSRI
727
Michael S. Ryan Inc
New York
$407K +$5.54K +64 +1%
LFAS
728
Level Four Advisory Services
Texas
$403K +$92.9K +1,073 +30%
FCH
729
Freestone Capital Holdings
Washington
$402K +$11.7K +135 +3%
EDRH
730
Edmond de Rothschild Holding
Switzerland
$401K
JFGIW
731
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$400K -$866 -10 -0.2%
MCM
732
Morton Capital Management
California
$397K -$51.2K -592 -12%
WF
733
Welch & Forbes
Massachusetts
$396K
LA
734
LVW Advisors
New York
$395K +$3.98K +46 +1%
BWP
735
BSW Wealth Partners
Colorado
$391K -$50.5K -583 -11%
CI
736
Cigna Investments
Connecticut
$390K
AAP
737
Arax Advisory Partners
Colorado
$390K -$2.25K -26 -0.6%
DSC
738
Duncker Streett & Co
Missouri
$390K -$6.49K -75 -2%
GDP
739
Great Diamond Partners
Maine
$389K -$676K -7,811 -64%
FCP
740
Fidelis Capital Partners
Florida
$386K +$1.99K +23 +0.5%
FFM
741
Forum Financial Management
Illinois
$382K +$346 +4 +0.1%
ST
742
Smithfield Trust
Pennsylvania
$381K +$1.3K +15 +0.3%
OCBCO
743
Oversea-Chinese Banking Corp (OCBC)
Singapore
$379K -$541K -6,254 -59%
MG
744
Mather Group
Illinois
$378K +$7.18K +83 +2%
BMWS
745
Brady Martz Wealth Solutions
North Dakota
$377K +$375K +4,333 New
WC
746
Whitney & Co
New York
$376K +$374K +4,319 New
ISL
747
Ingalls & Snyder LLC
New York
$376K
GCM
748
Genus Capital Management
British Columbia, Canada
$375K -$4.71M -54,442 -93%
GWCM
749
Godshalk Welsh Capital Management
Pennsylvania
$375K
A
750
AlphaQuest
New York
$374K -$46.1K -533 -11%